Cetera Investment Advisers’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Cetera Investment Advisers’s Portfolio QVMT Stock Details QVMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Sell	5,311 -173	-3%	-$11.2K	﹤0.01%	3970
2026 Q1	$326K	Buy	5,484 +355	+7%	+$21.2K	﹤0.01%	3913
2025 Q4	$293K	Buy	5,129 +220	+4%	+$12.2K	﹤0.01%	3923
2025 Q3	$269K	Buy	4,909 +6	+0.1%	+$318	﹤0.01%	3922
2025 Q2	$255K	Buy	4,903 +974	+25%	+$48.7K	﹤0.01%	3531
2025 Q1	$203K	Sell	3,929 -164	-4%	-$8.38K	﹤0.01%	3588
2024 Q4	$201K	Buy	+4,093	New	+$209K	﹤0.01%	3423

Other funds holding QVMT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers's QVMT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P 500 Concentrated QVM ETF (QVMT) stake by 3.2% in Q2 2026, selling an estimated $11.2K and leaving 5,311 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #3970.

Cetera Investment Advisers first reported a position in QVMT in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold QVMT as of Q2 2026.

Cetera Investment Advisers held 5,311 shares of Invesco S&P 500 Concentrated QVM ETF worth $371K as of Q2 2026.
Cetera Investment Advisers sold 173 Invesco S&P 500 Concentrated QVM ETF shares in Q2 2026, an estimated $11.2K.
Invesco S&P 500 Concentrated QVM ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3970 holding.
Cetera Investment Advisers first reported a position in Invesco S&P 500 Concentrated QVM ETF in Q4 2024 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held Invesco S&P 500 Concentrated QVM ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.